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Form Management

Easily Capture, Track & Report on any Type of Information
 

Our custom form creation module is a critical differentiator as the information management requirements of all organizations are not identical. FocalTRACK allows you to create any type of company specific form you want, make it instantly available to your team members, then create your own customized form reporting, all within minutes.


FocalTRACK's Form Management provides the ability to:

  • Easily design any form type you wish

  • Create custom reports for detailed analysis

  • Standardize the way you capture and mange information

  • Provide secure and controlled access from any location

FocalTRACK has the distinct advantage of growing as you needs grow. Start off by tracking one type of information and then add new forms and reports without additional costs. Need to track quality control, change orders, purchase orders, employee reports, issues, job reports? No need to have multiple systems to handle different types of information when you can do it all in FocalTRACK. With FocalTRACK, you can easily track and report on any type of information you want.


The power to easily capture and share various types of information is enormous. You are not constrained in any way from designing and collecting the information you want. The flexibility designed into FocalTRACK allows it to work exceptionally well in any industry sector. You are now free to extend your corporations' virtual office to collect and track information such as: employee reporting, safety reports from the field, sales activity from your sales team, human resource activities, project reporting, plus a multitude of other applications.

Our Form Template creator allows you to:

  • Add your own logo to each form type

  • Create multiple columns and sections for any form

  • Create log views of all forms added

  • Design custom reports for collected form information

  • Automatic versioning (with rollback) of forms when updated

  • Auto naming of forms

  • Automatic e-mail update notifications with a hyperlink to the form

  • Create links to other forms or files from within a form

  • Control who has access to your forms and what they can do (read, add, edit, etc)

  • Control access to individual fields or sections within a form

  • Add approval fields to your forms so only specific users can approve

  • Fax out forms from within FocalTRACK

  • Update multiple forms at once

  • Import and export form data

Custom Forms:
(Example of an Issue Management Form)
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Form Management Folder View:
(Permits viewing of all forms in folder style view) Click for a larger version
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Custom Forms:
(Example of a Client Management Form)
Click for a larger version
+ Click for a larger version

 

The following are just a few of the applications FocalTRACK can help your company with:

  • Approval process for faster turnaround times
  • Issue Management
  • Change Management
  • Risk Management
  • Progress Reporting
  • Deficiency Tracking
  • Safety Tracking
  • LEED Compliance
  • Quality Control
  • Asset Management
  • Activity Reports
  • Testing and Inspection Activities
  • Client Management
  • Contact Management
  • ISO Requirements
  • HR Management
  • Job Reports

With Form Management companies will be better able to collect and analyze information, quickly and easily uncover trends and patterns, and apply new insights to effective decision making.

The Forms Management features along with a flexible and intuitive document management gives today's businesses' the power and control they require to manage their information and processes that will make them more efficient and competitive in an increasingly competitive environment. Add that with low cost and quick set-up and FocalTRACK becomes the perfect choice.

Types of Forms Fields:

When creating  form templates you have the option of single line text input, custom drop-down menu's, calendar date options, auto-increment fields, etc.  Below is a list of the different field types available.

  • Auto-increment
  • Approvals
  • Date
  • Single line
  • Multiple line
  • File or Form attachments
  • Drop down menu's
  • Numeric
  • Currency
  • Location
  • Tables with rows and columns
  • People
  • Groups
  • Paragraphs
  • Yes/No check boxes
  • User defined lists


The Control is in your Hands

"Most clients want to be up and running with their forms in the same day. They do not want to rely on the software vendor to create their forms for them with long wait times and high development fees. For most organizations their forms are constantly evolving and they need to maintain control over that process it order for it to be successful."

More Details
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Need more information?

Find out more about product & services, partner requests, or to schedule a live demo.

info@focaltrack.com

Telephone: (506) 454-2266
Toll free: (866) 448-0144
Client Quote
"The flexibility of creating our own forms and reports along with automatic notifications has been of tremendous value to us."

Janet Webb, Business Information Analyst,
Market-Bridge